Operations

Create new project

You can create a project by clicking on the + New Project button on the home
page after logging in. Enter the desired project name and select the project’s
billing account.

You can set additional settings at the time of project creation by clicking on
the "Optional Settings" bar. This will expand the dialog where you’ll be able to
write a short description for the project, add
tags and properties
to facilitate easier search, and set up
project policies.

Remove collaborators from project

To remove a user or org from a project in which you have ADMINISTER
access, click Share in the upper right corner of the project page. The
resulting dialog box shows the current list of project members.

You can remove a user by going to the row with the username you want to
remove and clicking the "Remove" link on the right-hand side of that dialog.

Transfer project to a user

To transfer a project to another user, click on the gear icon next to the
Manage tab in the project header.

On the settings page, next to the "Billed to" field, you can select "Transfer to
Another User".

This will open the following dialog for you to enter the email address or
username of the transfer recipient, the user you want to transfer the
project to.

When you click on "Send Transfer Request", the recipient will receive an email
notifying them that you have requested to transfer a project. The recipient will
then have to log into the platform and
accept the transfer.

Note: Please note that the transfer is not complete until the recipient has
accepted the transfer request.

Cancelling a project transfer

If you change your mind after sending a project transfer request and the
recipient has not yet accepted the transfer, you may cancel the request. To do
this, navigate to the project and you will see a "Pending Project Ownership
Transfer" notification in the project header. Click on the orange "Cancel
Transfer" button to cancel the transfer.

Transfer project to an org

Accept project transfer request

When another user
initiates a project transfer
to you, you’ll receive a project transfer request via an email notification and
in your list of notifications in the platform header. If you do not already have
access to the project being transferred, you will be given VIEW access to the
project and it will show up in your projects list. When navigating into the
project, you will see a "Pending Project Ownership Transfer" notification in the
project header.

To accept the transfer, click on the "Accept Transfer" button which will open a
new dialog. You can then select a new billing account for the project from the
dropdown of eligible accounts.